Property Manager Unifies 50K Lease Records on Modern CRM
Migrating tenant and lease lifecycle management from legacy systems to Dynamics 365, unifying property, lease, and customer engagement in one platform.
Project Overview
The Challenge
Tenant and lease data was scattered across legacy systems, with no unified workflow for renewals, maintenance, or tenant communications.
- 1Tenant and lease data scattered across legacy systems
- 2Renewals tracked manually with frequent slippage
- 3Tenant complaints and maintenance handled via email and phone
Our Solution
CloudGate migrated tenant and lease management onto Dynamics 365 with automated renewal workflows and a tenant self-service portal.
- Unified tenant 360 across all properties and lease types
- Automated renewal and rent-review workflows
- Tenant self-service portal for service requests
The Results
- Eliminated renewal slippage across the portfolio
Technologies Used
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